Your Succession Directory

Your Succession Directory is a comprehensive record which sets out your intentions, plan of action and all the measures you have put in place for your Estate Plan. It is a great starting point for family, children, executors, guardians and trustees allowing you to help explain what is included in your Estate Plan and why, a pathway to follow providing peace of mind.

It contains copies of all your Estate documents including Wills and Letter of Wishes, partnership agreements, insurances, deeds and other important documentation.